Relationship Manager, Halbert Hargove
Taylor has more than ten years of experience in the investment profession. Before joining Halbert Hargrove in 2012, he was a Vice President at Stifel Nicolaus in Florham Park, NJ. Taylor’s responsibilities in his previous position included investment due diligence, selection and monitoring, as well as client portfolio management and implementation. Prior to Stifel, Taylor worked for a multi-billion dollar investment firm as well as one of the original “Big-Five” consulting firms.
Taylor earned his B.A. in Mass Communication from the University of California, Berkeley in 1998.
In 2006, through the University of Pennsylvania at Wharton, Taylor earned the CERTIFIED INVESTMENT MANAGEMENT ANALYST ® designation sponsored by the Investment Management Consultants Association. Taylor has also earned two other designations. He is a CERTIFIED FINANCIAL PLANNER™ and was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies